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Showing 171 - 180 of 20698 results for "Cap"

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
New research from Milford Asset Management challenges widely accepted investment principles, arguing retirement portfolios require a fundamentally different approach from those built during the accumulation phase. The paper, When Timing Becomes the ...

Australian ETF industry closes in on $400bn

VINNY VUCAGO  |  MONDAY, 13 JUL 2026
Australia's exchange traded fund (ETF) industry is on track to surpass $400 billion in assets under management (AUM) after delivering a record first half of 2026. The growth was fuelled by surging investor inflows and continued demand for passive ...

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI  |  MONDAY, 13 JUL 2026
Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion (US$3.2bn) recorded in the month of June, as funds under management (FUM) slipped to $225 billion (US$156bn) at June end ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ...

Start-ups carve out confirms tax reforms are 'flawed': WAM

MATTHEW WAI  |  MONDAY, 13 JUL 2026
... built on multiple eligibility gates, a five-year holding lock, a discretionary innovation test and a $10 million lifetime cap will not give investors the certainty they need to commit long-term productive capital," Wilson said. "Capital has no patience ...

TA Associates sells Russell Investments

KARREN VERGARA  |  FRIDAY, 10 JUL 2026
Russell Investments marks another change in ownership as private equity firm TA Associates announced it will sell the fund manager to a B Capital-led consortium that includes CalPERS. TA Associates, together with Reverence Capital Partners (RCP), will ...

Income generating index ETFs gain traction post Budget

RIDDHIMA TALWANI  |  FRIDAY, 10 JUL 2026
Index-based income ETFs have seen another record month of flows as the shift towards yield-focused funds gathers momentum, according to the latest ETF Market Scoop from Global X ETFs. Index-based equity income ETFs attracted a record $309 million of ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude. The Australian ...

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb. Based in Melbourne, Greg Wilkinson has joined as head of investment management while ...

Government consults on discretionary trust tax

MATTHEW WAI  |  THURSDAY, 9 JUL 2026
The government is consulting on the minimum tax on discretionary trusts set to come into effect 1 July 2028. Announced during the 2026 Federal Budget, Treasury is now seeking industry feedback on the incoming tax around the expanded rollover relief ...